CART icon

Maplebear

43.37 USD
-0.71
1.61%
At close Jun 13, 4:00 PM EDT
After hours
44.37
+1.00
2.31%
1 day
-1.61%
5 days
-6.43%
1 month
-2.12%
3 months
15.78%
6 months
3.81%
Year to date
0.77%
1 year
34.31%
5 years
28.69%
10 years
28.69%
 

About: Maplebear (Instacart) operates a leading grocery delivery platform in the United States and Canada. The company partners with various regional and national grocers, which offer their selection of food and other goods to customers through Instacart's ubiquitous platform. Once an item is ordered through Instacart's site, the item is picked and delivered to the customer's home by one of the platform's 600,000 shoppers, who are classified as independent contractors. Instacart earns fees based on average order value and leverages its platform's high usage to sell advertising, mainly to consumer-packaged goods companies. Instacart currently has about 8 million monthly active users (or orderers) on its platform.

Employees: 3,265

0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 10 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

107% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 76

102% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 64

17% more funds holding

Funds holding: 354 [Q4 2024] → 414 (+60) [Q1 2025]

13% more funds holding in top 10

Funds holding in top 10: 16 [Q4 2024] → 18 (+2) [Q1 2025]

9% more call options, than puts

Call options by funds: $123M | Put options by funds: $112M

0.46% less ownership

Funds ownership: 74.93% [Q4 2024] → 74.47% (-0.46%) [Q1 2025]

1% less capital invested

Capital invested by funds: $7.97B [Q4 2024] → $7.86B (-$114M) [Q1 2025]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$44
1%
upside
Avg. target
$53
23%
upside
High target
$61
41%
upside

10 analyst ratings

positive
80%
neutral
20%
negative
0%
JMP Securities
Andrew Boone
27%upside
$55
Market Outperform
Reiterated
12 Jun 2025
Jefferies
John Colantuoni
15%upside
$50
Hold
Maintained
27 May 2025
Loop Capital
Rob Sanderson
34%upside
$58
Buy
Maintained
19 May 2025
Citigroup
Ronald Josey
31%upside
$57
Buy
Maintained
13 May 2025
Macquarie
Ross Compton
27%upside
$55
Outperform
Maintained
6 May 2025

Financial journalist opinion

Based on 13 articles about CART published over the past 30 days

Neutral
PRNewsWire
3 days ago
Costco Executive Members Now Get Monthly Credit for Same-Day Delivery with Instacart
Starting June 30, Costco Executive Members in the US and Canada will receive a $10 monthly credit towards a delivery order on sameday.costco.com, sameday.costco.ca, or Costco via Instacart SAN FRANCISCO , June 11, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced a new perk to enhance the value of Costco's Executive Membership. Starting June 30, Executive Members in the US and Canada will receive a $10 monthly credit toward sameday.costco .com , sameday.costco.ca , or Costco via Instacart available on an order of $150 or more.
Costco Executive Members Now Get Monthly Credit for Same-Day Delivery with Instacart
Positive
Zacks Investment Research
4 days ago
TTD, CART Deepen Alliance to Transform Retail Media on Open Internet
The Trade Desk strengthens its Instacart partnership, unlocking real-time sales data and agile targeting for CPG advertisers on the open Internet.
TTD, CART Deepen Alliance to Transform Retail Media on Open Internet
Positive
Seeking Alpha
4 days ago
Instacart: Growth At A Reasonable Price
Instacart offers growth at a reasonable price, expanding beyond groceries into retail and restaurants, with strong margin expansion and resilient macro performance. AI-powered recommendations and broader retailer partnerships drive higher basket sizes and appeal to budget-conscious consumers, supporting long-term growth. Instacart trades at an attractive
Instacart: Growth At A Reasonable Price
Neutral
PRNewsWire
5 days ago
Advertisers Gain Real-Time Customizable Audiences and Always-On Measurement with Instacart and The Trade Desk
Expanded Partnership Helps Advertisers Unlock Closed-Loop Measurement on the Open Internet with Seamless Access to Instacart Retail Data, In-Flight Optimization SAN FRANCISCO , June 10, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced an expanded partnership with The Trade Desk (Nasdaq: TTD), a global advertising technology leader, to improve programmatic campaign performance on the open internet with retail media data. Instacart is the first U.S. retail media network to integrate its grocery selection with The Trade Desk platform for streamlined self-service use cases, enabling approved advertisers and agencies to build first-party custom audiences based on specific product criteria for programmatic campaigns.
Advertisers Gain Real-Time Customizable Audiences and Always-On Measurement with Instacart and The Trade Desk
Positive
Zacks Investment Research
2 weeks ago
Here's Why Maplebear (CART) is a Great Momentum Stock to Buy
Does Maplebear (CART) have what it takes to be a top stock pick for momentum investors? Let's find out.
Here's Why Maplebear (CART) is a Great Momentum Stock to Buy
Positive
PYMNTS
2 weeks ago
Instacart Picks Chief Business Officer Chris Rogers as New CEO
Instacart promoted its chief business officer to the company's top leadership role. Chris Rogers will become CEO of the grocery delivery platform Aug. 15, according to a Wednesday (May 28) press release.
Instacart Picks Chief Business Officer Chris Rogers as New CEO
Neutral
Reuters
2 weeks ago
Instacart appoints insider Chris Rogers as CEO
Delivery platform Instacart on Wednesday said it has appointed company insider Chris Rogers as chief executive officer, effective August 15, as the current head Fidji Simo is set to exit to join OpenAI.
Instacart appoints insider Chris Rogers as CEO
Neutral
CNBC
2 weeks ago
Instacart names Chris Rogers as CEO after Fidji Simo's exit for OpenAI
Instacart appointed business chief Chris Rogers as its new CEO after OpenAI announced this month that it recruited CEO Fidji Simo as its new applications lead. Rogers, who joined Instacart in 2019, will start Aug. 15 and join the board of directors as Simo retains her chair position to "smooth the transition," Instacart said.
Instacart names Chris Rogers as CEO after Fidji Simo's exit for OpenAI
Positive
TechCrunch
2 weeks ago
Instacart appoints chief business officer Chris Rogers as new CEO
Instacart announced on Wednesday that its chief business officer, Chris Rogers, has been appointed as the company's new CEO. The appointment is effective August 15.
Instacart appoints chief business officer Chris Rogers as new CEO
Neutral
PRNewsWire
2 weeks ago
INSTACART APPOINTS CHRIS ROGERS AS CHIEF EXECUTIVE OFFICER
SAN FRANCISCO , May 28, 2025 /PRNewswire/ -- Instacart (NASDAQ:CART), the leading grocery technology company in North America, today announced that it has appointed Chris Rogers as Chief Executive Officer, effective August 15, reporting to Instacart's Board of Directors. He'll also join Instacart's Board of Directors upon assuming the role of CEO.
INSTACART APPOINTS CHRIS ROGERS AS CHIEF EXECUTIVE OFFICER
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